Daniel
Hutcherson
Sortino Advisory Partners, LLC
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About this Advisor
Daniel Hutcherson is a financial advisor who works in Louisville, Kentucky with a total of 9 years of relevant experience. Hutcherson currently works for Sortino Advisory Partners, LLC. Over the course of their career, they have held roles at Morgan Stanley & Co. Inc, Sortino Advisory Partners and Morgan Stanley Smith Barney. Hutcherson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Kentucky. Sortino Advisory Partners, LLC is an advisory company operating out of Louisville, KY. It manages $181 million in assets between its 366 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 366 client accounts, 39% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice typically vary depending on the services. Fees charged by Sortino Advisory Partners, LLC likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sortino Advisory Partners, LLC Brokerage Details
$181,406,319
2
366
$495,646
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Daniel Hutcherson Work History
Daniel has been registered as a financial advisor for 9 years.*
Sortino Advisory Partners
Morgan Stanley Smith Barney
Morgan Stanley Smith Barney
Morgan Stanley & Co. Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Hutcherson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sortino Advisory Partners, LLC
Louisville, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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